A fast-growing insurance company with a nationwide footprint of field agents faced serious bottlenecks in onboarding, activating, and managing new agents. The legacy process involved emails, spreadsheets, and manual document verification — slowing down agent productivity and compliance.
Agents had to register through PDF forms or email, creating delays and missing data.
KYC and IRDA documentation validation took 3–5 days with no visibility or audit trail.
Field agents couldn’t track onboarding status or upload documents on the go.
Scattered data made it hard to assess agent performance, compliance, and incentives.
Developed a cross-platform mobile application compatible with both Android and iOS devices.
Implemented automated backend workflows using Salesforce Flow to streamline document checks, approvals, and dispatch of welcome kits.
Designed a dedicated portal for admin teams to manage the onboarding pipeline.
Built a custom "Agent 360" object within Salesforce to provide a complete view of each agent.
"We’ve never seen agents onboard this fast. The app is intuitive, and the backend is seamless. We now onboard hundreds of agents every week with full compliance and zero paperwork.” — VP, Agent Success & Distribution."
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